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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWL
126
Leo Wealth LLC
Texas
$682K +$660K +27,183 New
SWP
127
Summit Wealth Partners
Florida
$676K +$131K +5,378 +25%
DWT
128
Dorsey & Whitney Trust
South Dakota
$652K
CTA
129
Chesley Taft & Associates
Illinois
$650K +$415K +17,100 +194%
FCA
130
FinTrust Capital Advisors
South Carolina
$649K +$4.49K +185 +0.7%
AWM
131
AE Wealth Management
Kansas
$648K -$762K -31,386 -55%
FFG
132
Foundry Financial Group
New Hampshire
$645K +$625K +25,717 New
PGAM
133
Princeton Global Asset Management
New Jersey
$644K +$624K +25,675 New
KWS
134
Keystone Wealth Services
California
$615K +$4.57K +188 +0.8%
MSWM
135
McGlone Suttner Wealth Management
Wisconsin
$615K +$76.3K +3,142 +15%
Creative Planning
136
Creative Planning
Kansas
$588K +$252K +10,391 +80%
SWM
137
Stockman Wealth Management
Montana
$574K -$50.9K -2,097 -8%
MFG
138
Mendota Financial Group
Wisconsin
$564K +$546K +22,498 New
CWM
139
Cabot Wealth Management
Massachusetts
$549K +$24.7K +1,019 +5%
BFG
140
Beacon Financial Group
Texas
$543K +$525K +21,629 New
SFO
141
Stokes Family Office
Louisiana
$534K +$255K +10,500 +97%
FFIC
142
First Fiduciary Investment Counsel
Ohio
$525K +$508K +20,915 New
AGP
143
Autumn Glory Partners
Texas
$522K +$16.5K +681 +3%
Mariner
144
Mariner
Kansas
$512K +$82.6K +3,401 +20%
LIM
145
Leavell Investment Management
Alabama
$504K +$488K +20,075 New
MA
146
Mutual Advisors
Nebraska
$504K +$270K +11,134 +125%
SWC
147
Spectrum Wealth Counsel
Indiana
$503K +$487K +20,039 New
1WM
148
1900 Wealth Management
Texas
$500K
LNC
149
Lincoln National Corp
Pennsylvania
$497K +$165K +6,794 +52%
BCPWM
150
Bradley & Co Private Wealth Management
Florida
$489K